Team Player

Administration

Objective

To obtain a position that will utilize my skills and abilities and provide profession growth while benefiting the company.

Interest

I enjoy traveling as much as I can with my family.My son runs cross country and track and we spend a fair amount of time traveling on the weekends to watch his meets.

I am also on the Annual Gala Planning Committee at the Faine House.The Faine House is a temporary home for youth who have “aged out” at 18 years of age from foster care and have not been adopted.The focus of The Faine House is to help these teens complete their education, to develop employment and independent living skills while providing a safe and stable place to live.

Reviewed and interpreted retirement plan documents in order to explain provisions to clients.

Developed ability to comprehend and communicate complex documentary issues.

Gained experience in utilizing multiple computer systems.

Conducted extensive research pertaining to participant issues, including eligibility calculations, distributions, loans and contributions by accessing various systems.

Identified and resolved client problems. Coordinated appropriate team members to expedite resolutions to various issues, including payroll transactions, compliance testing and audit requirements.

Reviewed and approved client fee invoices with accuracy, identified areas for cost savings for both the client and the company

Focused on delivering excellent client service, which was frequently rewarded by client praise to managers and consistent high marks in performance evaluations. My client service efforts improved retention averages and increased sales of additional services to current clients. My clients always know that I care about them and will do my best to advocate for them and leverage all resources on their behalf.

Trained and mentored new hires in both group and one-on-one settings. Developed new hire training materials. Helped develop tracking matrix for measuring learning criteria. Instructed veteran staff on legislative updates, including USERRA and PPA 2006 legislation, calculating eligibility and vesting methods.

Lead multiple volunteer efforts for designated charitable organizations, including March of Dimes, United Way, and Junior Achievement.

Conceptualized, organized and executed multiple national sales meetings, holding each meeting in a different location across the US. Worked with sales team to select and oversaw each element of conferences, including coverage topics, sites and venues, schedules, menus, and external dining locations. Refined presentation materials and conducted pre-presentation coaching sessions for speakers.